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    Chris • Morgan Stanley

    Chris's questions to Moderna Inc (MRNA) leadership

    Chris's questions to Moderna Inc (MRNA) leadership • Q1 2025

    Question

    Chris, on for Terence Flynn, asked for clarification on the process for COVID-19 strain selection moving forward, considering the current regulatory uncertainties.

    Answer

    President Stephen Hoge explained that the final decision on strain updates rests with individual regulators in each country. Based on prior years' timelines, he anticipates hearing from the WHO, EMA, and the U.S. FDA within the next month regarding the desired vaccine composition for the upcoming fall season.

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    Chris's questions to Regeneron Pharmaceuticals Inc (REGN) leadership

    Chris's questions to Regeneron Pharmaceuticals Inc (REGN) leadership • Q4 2024

    Question

    Chris, on behalf of Terence Flynn at Morgan Stanley, asked about the LAG-3 plus PD-1 combo in non-small cell lung cancer, inquiring about the efficacy bar required to advance to a pivotal program.

    Answer

    President and CSO, Dr. George Yancopoulos, stated that the company's focus is on the pivotal Phase 3 data in first-line melanoma. He explained that a strong, best-in-class result in that larger study would provide the confidence and rationale to expand the combination into other settings like lung cancer, making the melanoma readout the key catalyst.

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    Chris's questions to Gilead Sciences Inc (GILD) leadership

    Chris's questions to Gilead Sciences Inc (GILD) leadership • Q3 2024

    Question

    Chris, on behalf of Terence Flynn at Morgan Stanley, asked if management is confident in its ability to drive operating margin expansion in 2025, excluding acquired IPR&D.

    Answer

    Andrew Dickinson, Chief Financial Officer, confirmed that while specific 2025 guidance will be provided later, recent quarters demonstrate real progress on margin expansion through disciplined expense management. He highlighted that the Q3 operating margin would have been 47% excluding a one-time royalty buyout. Dickinson reiterated that Gilead's ambition is to achieve an industry-leading operating margin over time.

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